ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan Bharaddia

In an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing approach in public markets, highlights themes such as import substitution, manufacturing, infrastructure ancillaries and consumption, and shares why disciplined stock selection—not macro calls—remains the key to long-term wealth creation.